LifeManaged Blog
The Power of a Financial Regimen: Structure That Builds Wealth
Wealth is rarely the product of luck. Exceptional portfolios are built through structure, intention, and consistent habits. Just as a successful business depends on clear systems and steady operations, your wealth strategy benefits from a regimen that brings order,...
A Tribute to My Brother’s Relentless Work Ethic
That kind of persistence doesn’t always get headlines. But recently, it did. Fundamental Income—the company he helped build from the ground up—was acquired by Starwood Property Trust, one of the largest real estate finance firms in the country.
Shirtsleeves to Shirtsleeves in Three Generations
Generational wealth is not a product of chance—it’s the result of intentional, disciplined action and planning. The legacy you leave behind should encompass not only financial resources but also the knowledge, values, and habits that sustain prosperity across multiple generations
The Real Cost of Procrastination: How Delayed Decisions Impact Your Wealth
“I’ll start tomorrow.” We’ve all said it—especially when it comes to finances. Whether it’s opening that investment account, finally creating an estate plan, or updating your insurance coverage, financial procrastination feels harmless in the moment. But delaying key decisions has a cost—and the longer you wait, the harder it is to catch up. The truth? Tomorrow often turns into next year, and next year can quietly erode your future.
Beyond Good Intentions
Real wealth isn’t just about numbers in your accounts—it’s about living intentionally and aligning your financial decisions with what truly matters to you.
Why Is Google Your Financial Advisor?
Let’s normalize going to the expert. Just like you’d see a mechanic before your engine gives out, or a doctor before the weird lump becomes a real issue—talk to a financial advisor before you’re overwhelmed, behind, or panicking about that unexpected bill or market drop. Because the best financial plan isn’t built in a comment section. It’s built with a human who listens, strategizes, and helps you make decisions you can stand behind.
March Madness & Money: Why You Need a Financial Team to Win
It’s March, and for anyone who’s ever been part of a team—on the court, in business, or at home—this season is a reminder of what it takes to win. March Madness is more than just brackets and buzzer-beaters. It’s about momentum, strategy, and trust. It’s about how no...
The Financial Ripple Effect
You don’t need to overhaul your entire financial life overnight. In fact, trying to do too much at once usually backfires. But here’s the secret: one solid financial move can set off a chain reaction that transforms your entire financial future. This is the financial ripple effect, and it’s more powerful than you think.
Financial Red Flags: Habits That Are Holding You Back From Building Wealth
Wealth-building isn’t just about making money—it’s about making the most of it. When you’re earning a comfortable income, the stakes are higher. It’s not the $6 coffee that’s holding you back (let’s leave that to entry-level finance blogs). Instead, it’s the bigger habits—the ones you justify because “you’ve earned it” or “it’s no big deal.” But these small cracks in your financial foundation can turn into bigger problems over time.
The Emotional Side of Investing
Investing is not for the faint of heart. Between market volatility, sensational headlines, and the ever-present fear of “missing out,” even the most seasoned professionals can find themselves making decisions based on emotions rather than logic. But here’s the hard truth: emotional investing is where good financial plans go to die. Whether it’s fear driving you to sell everything or greed tempting you to chase the next shiny thing, letting emotions control your decisions is a surefire way to derail your goals. So, how do you keep a cool head in an unpredictable market? Let’s talk about the psychology of investing and how to stay grounded when the world feels anything but rational.
